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Housing & Home Improvement

Housing sets off a long chain of spending — land, construction, materials, appliances, financing, and everything bought after moving in. Interest rates control the whole sequence.

223 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
5351
PWM
Palacios Wealth Management
Florida
$307K $0 1 0.18% Maintained
5352
PFS
Professional Financial Solutions
Virginia
$307K -$908 1 0.24% Reduced
5353
GAA
Global Assets Advisory
Florida
$306K -$516K 1 0.07% Reduced
5354
BWS
BCR Wealth Strategies
Alabama
$305K +$227 1 0.09% Increased
5355
SGI
Swan Global Investments
Colorado
$304K +$17.2K 1 0.01% Increased
5356
BAM
Bayshore Asset Management
Florida
$303K $0 1 0.11% Maintained
5357
DBFM
Dickmeyer Boyce Financial Management
Indiana
$302K +$227 1 0.16% Increased
5358
HFP
Holistic Financial Partners
Indiana
$302K -$98.2K 2 0.18% Reduced
5359
MHIP
Mountain Hill Investment Partners
New Jersey
$302K +$9.82K 8 0.17% Increased
5360
PFO
PMG Family Office
Texas
$302K +$17.9K 1 0.28% Increased
5361
IWA
IVC Wealth Advisors
Pennsylvania
$301K +$22.1K 1 0.12% Increased
5362
CW
Cedarwood Wealth
Colorado
$300K +$24.7K 1 0.23% Increased
5363
SFS
Sharp Financial Services
Pennsylvania
$300K -$86.2K 1 0.14% Reduced
5364
DFG
DiPaolo Financial Group
Florida
$300K +$976 1 0.2% Increased
5365
FCC
Flower City Capital
New York
$300K -$81.3K 1 0.13% Reduced
5366
JMG Financial Group
JMG Financial Group
Illinois
$300K $0 1 0.01% Maintained
5367
CWM
Concentrum Wealth Management
California
$299K +$20.8K 1 0.07% Increased
5368
RIM
Rockbridge Investment Management
New York
$299K +$1.14K 1 0.02% Increased
5369
PWS
Precision Wealth Strategies
Missouri
$298K -$40.7K 1 0.09% Reduced
5370
IA
Invested Advisors
Pennsylvania
$298K -$16.3K 1 0.26% Reduced
5371
KMC
Kirr Marbach & Co
Indiana
$298K $0 1 0.05% Maintained
5372
MWA
Martel Wealth Advisors
Washington
$298K -$1.23M 1 0.05% Reduced
5373
TFS
truNorth Financial Services
Pennsylvania
$297K -$31.4K 1 0.27% Reduced
5374
SAM
Sequent Asset Management
Texas
$297K -$1.06M 1 0.13% Reduced
5375
LWPC
Legacy Wealth Partners (Colorado)
Colorado
$295K -$19.2K 1 0.07% Reduced